Max Pflugrad is a Series 65-licensed financial advisor with Baltimore-Washington Financial Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at Towson University and Calvert Hall High School. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a model portfolio investment approach overseen by an investment committee and integrates financial planning with tax advisory and business-related services to a large client base through standardized, scalable processes.

Gary Aiken is a financial advisor at Concord Wealth Partners with six years of industry experience. He holds a Series 65 designation and has previously worked at AAFMAA and AAFMAA Wealth Management & Trust LLC. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting with a focus on tailored asset allocation and cash management.

Stein Olavsrud is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with FBB Capital Partners since 2004. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions with financial planning and discretionary portfolio management. The firm employs diversified, low-cost portfolios incorporating traditional and alternative investments, using model portfolios and target asset allocations, and oversees approximately $2.39 billion in assets across a team of 11 advisors.

Debora May is a CFP® with 29 years of experience, currently serving at MBI LLC since 2013. She also maintains a long-standing role at May & Barnhard, PC, where she has worked since 1989. In addition to her advisory work, she provides financial planning and accounting services as a full-time CPA. MBI LLC offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combined approach of fundamental and technical analysis alongside modern portfolio theory, managing client accounts with individualized Investment Policy Statements and conducting regular reviews.

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Matthew Smiler is a ChFC® credentialed financial advisor with six years of industry experience. He has worked at Baltimore-Washington Financial Advisors since 2019 and previously at Katzabosch from 2012 to 2019. He is based in Columbia, MD. Baltimore-Washington Financial Advisors is a fee-only wealth management firm serving individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm focuses on model portfolio strategies overseen by a weekly investment committee, emphasizing diversified allocations and long-term capital growth, while integrating tax considerations into financial planning and portfolio management.

Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.

Michael Marsh is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Bank of America, Merrill, and Northern Trust in various roles over the past two decades. Marsh serves as a board member for Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process with global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party technology to manage held-away assets and facilitate estate planning.

Kimberly Basenback is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly holds the Series 66 license and is based in Rockville, MD. She is part of FSA Wealth Partners, a fee-only fiduciary registered investment adviser that manages approximately $820 million across about 700 clients. The firm serves individuals, business owners, foundations, trusts, and retirement accounts using both actively managed and passive investment strategies informed by technical and fundamental analysis.

Mary Ann Drucker is a financial advisor at FSA Wealth Partners in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Services Advisory, Inc. since 2015. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, and retirement plans. The firm uses a technical analysis-based investment process combined with fundamental review and offers a multi-advisor team managing approximately three-quarters of a billion dollars in assets.

Monica Carlos is a financial advisor at Audible Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Northwestern Mutual and has experience in education through roles at Antelope Valley College and California State University. In addition to her advisory work, Monica is a licensed life insurance agent. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management. The firm employs a diverse investment approach incorporating fundamental, quantitative, and technical methods, and offers distinctive services such as a wrap-fee program, bill-pay services, and free educational seminars.

Danish Jawaid is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He has worked at FBB Capital Partners since 2021 and previously spent five years at Altius Financial Advisors, LLC. Jawaid is based in Bethesda, MD. FBB Capital Partners serves individual and high-net-worth clients, family offices, and institutions, providing financial planning and discretionary portfolio management that may include alternative investments. The firm manages approximately $2.39 billion in assets, using diversified, low-cost portfolios supported by fundamental, quantitative, technical, and cyclical analysis.

Victor Trebules III is a CFP® with 21 years of industry experience and has been with Landolt Securities, Inc. since 2013. He is based in Rockville, MD, and holds Series 63 and Series 65 licenses. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in regulatory assets, focusing on fundamental analysis and a majority allocation in small-cap growth stocks, while offering both discretionary and non-discretionary portfolio management.

Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.

Joseph Caputo is a CFP® certificant with 18 years of industry experience. He has been with Baltimore-Washington Financial Advisors since 2012. The firm serves individuals, families, trusts, estates, foundations, and nonprofit organizations with fee-only wealth management, offering financial planning, portfolio management, integrated tax services, and business services. Baltimore-Washington Financial Advisors operates a team-based, holistic model that integrates investment strategies with clients’ goals and tax situations, supported by an Investment Committee and specialized services such as retirement planning using Monte Carlo analysis.

Dana Sippel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 23 years of industry experience. She has been with Glassman Wealth Services, LLC since 2017 and previously worked at West Financial Services, Inc for eight years. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tailored portfolio approach using various investment vehicles and incorporates private investment fund valuations and planning tools to integrate non-managed assets into client advice.

Tyler Cunningham is a CFP® professional with nine years of industry experience, currently serving as an advisor at Baltimore-Washington Financial Advisors. Before joining the firm in 2021, he worked at T. Rowe Price from 2016 to 2021. Baltimore-Washington Financial Advisors provides fee-only wealth management services to individuals, families, trusts, estates, foundations, and nonprofit organizations. The firm employs a team-based, holistic approach that integrates investment management, tax services, and business advisory to align strategies with clients’ goals and tax situations.

Timothy Pang is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Sargent Investment Group since 2021. Prior to joining the firm, he held roles at Randstad and Merrill. Sargent Investment Group provides investment advisory and financial planning services to a range of clients, including individuals, trusts, and non-profit organizations, using a goals-based approach to construct customized portfolios across various asset classes. The firm also manages pooled private funds and offers retirement-plan advisory and consulting services.